Industry

Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.

The Boston-based firm added 4.1 million new accounts in the first quarter, more than double the year-earlier period.

Rockefeller has been on a hiring tear in recent years, adding advisers across the U.S. from rivals including Morgan Stanley and Merrill Lynch, including two dozen new teams in 2020.

Ahead of a Thursday hearing that will feature U.S. Securities and Exchange Commission Chairman Gary Gensler, the House Financial Services Committee posted six draft bills on its website, ranging from banning payments for orderflow to tightening...

Which schools offer the highest-quality, interactive and affordable online financial planning courses for those pursuing the CFP certification.

What do the ever-evolving recruiting practices telegraph to advisors about the ideal candidates and overall hiring strategy of the firms?

A seven-person $2B AUM team left Bank of America’s private client division for UBS.

Sullivan, Bruyette, Speros & Blayney caters to high-net-worth and ultra-high-net-worth families whose members are typically attorneys in the Washington, D.C., area or tech executives.

Bruno, a long-tenured executive for InvestmentNews and more recently Echelon Partners, brings deep ties to the advisory community and will focus on bridging media and events at Informa.